Personal Financial Management

Living the Life You Want

Our personal wealth management advisors believe it’s not just about money—it’s about your entire life. Money is just fuel for living the life you want, and living richly means something different for each person.

That’s why we’ve reinvented wealth management: We believe money should serve you and not the other way around. We call it Personal Financial Management. It will change the way you think about money—one decision at a time. 

3 STEPS TO LIVING THE LIFE YOU WANT

Money is just fuel for living the life you want, and living richly means something different for each person.

FinLife is a proven way to help ensure your money serves you and not the other way around. It’s an entire wealth management system designed to help you navigate life’s uncertainties in a way that’s best for you.

FinLife will change the way you think about money—one decision at a time.

1. Understand What’s Important to You

Gaining clarity about your intentions and commitments is the first step to living the life you want. Our digital discovery process helps you clearly articulate your intentions, goals, preferences, and priorities.

Learn More About Step 1

2. Implement Your Plan

Once we gain a clear understanding of what you want your money to achieve, we create a customized plan that we measure, track, and update as your life changes.

Learn More About Step 2

3. Engage on Your Terms

Goals change. Resources change. Markets change. Making sound financial decisions along the way is fundamental to living the life you want. Together with your advisor, you have the power to navigate life’s course corrections with personalized roadmaps and support.

Learn More About Step 3
We Help You Invest In What Matters To You

We Help You Invest In What Matters To You

We apply the same client-first thinking to investments. We tailor investment solutions around your specific needs and preferences. We will use our guidance-driven investing model to create a unique investment portfolio that is right for where you are in life now with the goal of having results you expect throughout your lifetime.

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Additional Services to Help You Live The Life You Want

Additional Services to Help You Live The Life You Want

You need more than an advisor who focuses solely on your investment performance. You need someone that can help you make the right choices around every part of your financial life. Our Extended Financial Services give you and your financial advisor access to a range of options for every aspect of your financial life.


Explore Our Extended Financial Services

Legal Disclosure:

United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management (“GS PFM”) is a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC and subsidiary of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization.

GS PFM is not affiliated with Haydel, Biel & Associates.

All names, logos, and slogans identifying United Capital and United Capital’s products and services (including, without limitation, HonestConversations®, MoneyMind®, FinLife®, Financial Control Scorecard®, Live RichlySM, We Help You Live RichlySM, Helping People Live Richly®, One Best Financial Life®, Ideal Life Index®, GuideCenter®, InvestmentViewfinderSM, United Capital Financial Life Management®, and Financial Years of FreedomSM) are trademarks and service marks or registered trademarks and service marks of United Capital or its affiliates in the United States and/or other countries.

© 2020 United Capital Financial Advisers, LLC, a Goldman Sachs Company d/b/a Goldman Sachs Personal Financial Management. All Rights Reserved.